Citizens Banker

Citizens Bank • Jenkintown, PA

6d • $25 • Onsite

About The Position

Citizens Bankers are the face of the branch, getting to know customers and building lasting relationships by providing trusted advice. The role is suited to an outgoing, service-oriented person who enjoys helping others and offering sound financial guidance.

Using strong communication and problem-solving skills and broad financial knowledge, Citizens Bankers recommend financial solutions for customers’ spending, saving, borrowing, and investing needs. They learn customers’ personal financial goals and suggest tailored options, such as planning for the future, buying a home, or opening a credit card. They also introduce customers to digital and mobile-first banking, including the bank’s app and ATMs, and collaborate with Wealth Management, Mortgage, and Business Banking partners to address more complex needs.

The position includes making outbound calls to acquire new customers and schedule financial checkup appointments. Bankers follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The schedule is 40 hours per week and varies with branch needs; it may include weekends and evenings.

Requirements

• High school degree or GED.
• Two years of sales and customer service experience, demonstrating the ability to meet or exceed goals.
• Ability to ask effective questions and identify needs to improve customer relationships.
• Proven success building relationships and recommending and referring products and services through in-person and phone interactions.
• Demonstrated ability to use digital technology to support business goals.
• Aptitude for problem-solving and providing solutions to customer issues.
• Ability to strengthen relationships with teammates, business partners, and specialists through collaboration.
• Self-motivation, confidence, and ability to multitask effectively.
• Ability to work branch hours, which may include weekends and evenings.
• Meet and comply with SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
• Complete the video interview assessment within seven days of receiving the link; the assessment requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

Nice To Haves

• One year of cash handling experience.

Responsibilities

• Build relationships with branch customers and provide trusted financial advice.
• Use financial knowledge, communication, and problem-solving skills to recommend solutions for customers’ spending, saving, borrowing, and investing needs.
• Understand customers’ personal financial goals and recommend tailored products and services.
• Introduce customers to digital and mobile-first banking options, including the bank’s app and ATMs.
• Collaborate with Wealth Management, Mortgage, and Business Banking partners on customers’ more complex financial needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.
• Follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations.

Benefits

• Eight hours of paid time off annually for volunteering, separate from regular PTO.
• Donations to eligible 501(c)(3) organizations matched up to $1,000 annually.
• Training, coaching, career planning, development resources, and opportunities for promotion and career growth.
• Comprehensive health care coverage, including medical, dental, and vision plans.
• 401(k) with corporate match.
• Tuition assistance.
• Mental health and wellbeing programs.
• Discounts on student loan refinancing.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED